LEGAL PLANNING CASE STUDIES
Not actual clients
LEGACY PLANNING
CASE STUDY #1
Jan and Fred are hoping to avoid probate and make things as easy as possible for their children as they age. With a complete estate plan, their children are set to be able to manage things when Jan and Fred are no longer able to, their end of life wishes are made clear, and probate should be avoidable by their family once they pass away.
BLENDED FAMILY
CASE STUDY #2
Coming into the marriage with children from previous relationships, Ben and Sherry each had concerns about their estate once the other had passed. They are able to use their estate plan to aim for a legacy of harmony in their blended family, while still maintaining each individual legacy. Their estate plan protects their marriage and also their future.
GROWING FAMILY
CASE STUDY #3
Chris and Liz have not updated their will since the birth of their children. Their assets have also increased in that time. They want to ensure their will matches with the financial goals and also expresses their wishes for their children's care. They are able to bring their will in line with their goals for the future, and make plans for future updates as they age.